See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,709 | $177,572-77.1% | $154,803-73.7% | $142,382-71.4% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 17.13% | 65.07%-47.9pp | 58.88%-41.8pp | 217.08%-199.9pp |
| Employer contribution / active EE | $6,599 | $4,810+37.2% | $4,305+53.3% | $4,299+53.5% |
| Participant deferral / active EE | $9,508 | $6,272+51.6% | $5,540+71.6% | $6,507+46.1% |
| Admin fee / account holder | $6,642 | $16,786-60.4% | $14,329-53.6% | $12,624-47.4% |